Free Resources
Download practical templates, guides, and checklists to accelerate your learning journey.
I Have ₹X to Invest — What Now?
Got a bonus, maturity payout, or idle savings? Answer 7 questions and get a personalised plan in actual rupees — what to clear first, then an equity-debt-gold split.
Build My PlanHome Loan or Keep Renting?
Should you buy with a home loan or keep renting? Get an honest verdict with your real EMI, affordability (FOIR), and rental yield — plus the factors that decide it.
Get My VerdictHow Do I Start Investing?
New to investing and unsure where to begin? Get a personalised priority ladder — emergency fund, insurance, debt, first SIP, retirement — with rupee targets for your income.
Show My LadderFinancial Ratios Cheat Sheet
25+ stock-analysis ratios — P/E, ROE, ROCE, D/E and more — with formulas, what they mean, and healthy ranges. Printable, one page, India context.
View Cheat SheetITR Filing Checklist FY 2025-26
Every document and step you need before filing your income tax return. Don't miss a deduction.
Use ChecklistHome Loan Application Checklist
All documents, eligibility checks, and steps to prepare before applying for a home loan in India.
Use ChecklistRetirement Readiness Checklist
Are you on track for retirement? Work through 36 action items across corpus, insurance, estate, and lifestyle planning.
Use ChecklistNew Job Financial Checklist
Just started a new job? Set up your salary structure, tax declarations, EPF, and first investments the right way.
Use ChecklistFirst Investment Checklist
Before you invest your first rupee — emergency fund, insurance, demat account, and choosing your first instrument.
Use ChecklistFinancial IQ Quiz
15 questions across savings, investing, tax, and debt. Find out where you stand and what to learn next.
Take QuizInvestor Type Quiz
Discover your risk profile — Conservative, Balanced, Growth, or Aggressive — with a recommended asset allocation.
Take QuizHome Readiness Quiz
Are you financially ready to buy a home? This quiz checks your down payment, EMI affordability, and emergency fund.
Take QuizFD Interest Rates 2026
Compare fixed deposit rates across SBI, HDFC, ICICI, Axis, Kotak, and small finance banks. Sortable by tenure.
Compare NowIndex Funds Comparison
Nifty 50, Sensex, Nifty Next 50, Nifty Midcap — expense ratios, AUM, tracking error and top AMFs compared.
Compare NowDemat Account Comparison
Zerodha, Groww, Upstox, Angel One, HDFC Securities — charges, platforms, and features compared side by side.
Compare NowHome Loan Interest Rates 2026
Compare home loan rates across SBI, HDFC Bank, ICICI, Axis, Kotak. Floating vs fixed, processing fees included.
Compare NowNPS vs PPF
Which is better for retirement — NPS or PPF? Returns, tax treatment, withdrawal rules, and who should pick what.
Compare NowFirst Job Finance Guide
Salary slip, EPF, 50/30/20 budget, emergency fund, first SIP — everything to do when your first salary hits.
Read GuideGetting Married — Finance Guide
Joint accounts, updated nominations, combined budget, and insurance planning for newly married couples.
Read GuideHaving a Baby — Finance Guide
Insurance top-up, education corpus SIP, updated Will, and budget changes to make when a child arrives.
Read GuideYou Got a Raise — What Now?
How to allocate a salary increment — SIP step-up, lifestyle inflation trap, tax impact, and goal acceleration.
Read GuideRetirement Planning Guide
Corpus target, EPF + NPS + PPF building blocks, asset allocation by age, and SWP withdrawal strategy.
Read GuidePersonal Budget Template
A simple spreadsheet to track income, expenses, and savings goals. Start taking control of your finances today.
Try NowWeekly Planner Template
Plan your week effectively with this structured template. Prioritize tasks and track your progress.
Try NowGoal Setting Worksheet
Define clear goals using the SMART framework. Break down big ambitions into actionable steps.
Try NowLearning Tracker
Track courses, books, and skills you're developing. Monitor your growth over time.
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